Check out how Romano Sala Tenna is thinking about Oil, Gold, Diesel, Min Res, South32, Forrestania, WAF (and what his top picks are for the year).
(0:00) Preview
(1:15) Timing on selling as Long only
(2:16) Lack of Gold price reaction
(3:13) Diesel disruptions
(6:11) Have structural commodity setups changed?
(8:44) Romano loves talking Min Res
(14:58) Does he like South 32 yet?
(18:48) Forrestania win
(21:42) WAF undervalued
(24:44) Commodity surprises this year
(25:20) Commodity dissapointments (26:00) Stocks that people are missing
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